SBI Logo

SBI

Client Advisor

Reposted 23 Hours Ago
Be an Early Applicant
Easy Apply
Remote
Expert/Leader
Easy Apply
Remote
Expert/Leader
The Growth Advisor will drive innovative B2B go-to-market transformations, advise C-level executives on revenue growth, and build lasting client relationships.
The summary above was generated by AI

When you join SBI, The Growth Advisory firm, as a Growth Advisor, you are joining a firm that is on the forefront of driving innovative (B2B) go-to market transformations helping clients solve their revenue growth challenges.

Working with the client’s C-level or board-level sponsorship, you will help source, convert, develop and maintain the relationships with our client’s most senior executives. You will establish yourself as a revenue growth expert, providing insights that will result in transformational growth opportunities for our clients.

You will work from your home office as well as on-site at the client’s locations.  You will design go-to-market strategies that expand our client’s revenue growth opportunities.  Your goal will be to ensure that our relationships with clients remain strong, profitable and enduring.  This position reports  to the Senior Vice President of the SBI Pro business.  

Part One: Core Responsibilities

The following are core responsibilities for a Growth Advisor at SBI:

Core Responsibilities

Description

Delivering Client Value and Impact

Advising clients on key initiatives to best deliver Revenue Growth targets and navigate Go-to-Market Transformations

Account & Opportunity Development

Helping to build impactful, lasting relationships with prospects and clients alike; enabling SBI to be a trusted partner for current and future Revenue Growth and Go-to-Market challenges -> activating funnel

Thought Leadership / Professional Development

Staying current on SBI research, GTM trends, client requests, etc. - contribution to SBI point of view (research, blogs, content, internal training/upskilling, etc.)

Resource Utilization

Pan SBI resource activation to drive client value based on the client initiative, persona, industry, etc.

Client Success Enablement

Effectively leveraging the tools and analytics available (CRM, SBI Pro) to deliver great client experiences.

Teamwork & Partnership

Working in close partnership with our Client Success and Client Executive teams to ensure individual, team and firmwide success

Experience and Requirements

Ideal candidates will have a minimum of 15 years of experience with at least 5 years of executive relationship management.

  • Significant experience in a variety of the following categories:
    • Strategy and/or transformation roles on industry leading initiatives that positively impact revenue growth
    • Experience working within Private Equity firms or large enterprise clients
    • Master’s degree in Business Administration
  • Experience in the C-Suite or with VP level, such as a CRO, Sales or Marketing executives, communicating complex ideas effectively to executives and board members, leading clients to take positive action with SBI
  • Ability to work effectively with people at all levels in an organization, including the Board of Directors, utilizing executive level written, verbal, organizational and presentation skills
  • Solid functional knowledge, within SBI’s Ideal Customer Profile (ICP) including but not limited to strategy, business development, product development, project management, marketing and sales, etc.

Candidates must have the ability to travel at least 25% of the time

CCPA Notice for California applicants: 

https://sbigrowth.com/ccpa-and-cpra 


Top Skills

CRM

Similar Jobs

8 Days Ago
In-Office or Remote
2 Locations
105K-250K Annually
Junior
105K-250K Annually
Junior
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
The Private Client Financial Advisor develops personalized wealth management strategies, enhances client relationships, conducts outreach, and collaborates with business partners to meet client financial goals.
Top Skills: Estate PlanningFinancial PlanningInsuranceInvestment Management
8 Days Ago
In-Office or Remote
2 Locations
105K-250K Annually
Junior
105K-250K Annually
Junior
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Private Client Financial Advisors help clients achieve financial goals through personalized wealth management strategies and client relationship management.
Top Skills: Health LicenseInsurance Life LicenseSeries 63Series 65Series 66Series 7Variable License
8 Days Ago
In-Office or Remote
2 Locations
105K-250K Annually
Junior
105K-250K Annually
Junior
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
The Private Client Financial Advisor develops personalized wealth management strategies, enhances client relationships, and engages in proactive outreach for growing a wealth management practice.
Top Skills: Insurance Health LicenseInsurance Life LicenseInsurance Variable LicenseSeries 63Series 65Series 66Series 7

What you need to know about the Los Angeles Tech Scene

Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.

Key Facts About Los Angeles Tech

  • Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
  • Key Industries: Artificial intelligence, adtech, media, software, game development
  • Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
  • Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account